See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $250,365 | $162,781+53.8% | $133,956+86.9% | $158,922+57.5% |
| Participation rate | 87.5% | 83.2%+4.3pp | 79.8%+7.7pp | 82.0%+5.5pp |
| Annual return | 12.33% | 41.94%-29.6pp | 45.09%-32.8pp | 302.83%-290.5pp |
| Employer contribution / active EE | $1,975 | $4,975-60.3% | $3,919-49.6% | $4,761-58.5% |
| Participant deferral / active EE | $6,511 | $5,911+10.2% | $5,048+29.0% | $5,982+8.8% |
| Admin fee / account holder | $35,998 | $11,736+206.7% | $8,927+303.2% | $11,246+220.1% |